Skip to Content
scroll
ANZ
MM remains long and bullish ANZ
Add To Hit List

Latest Reports

Afternoon report

The Match Out: ASX edges higher as miners rebound, ANZ result weighs on banks

Australian shares managed a modest gain after a choppy session as a rebound in miners and technology helped offset pressure on banks and property stocks, with the market still navigating the fallout from last week’s sharp AI-led sell-off on Wall Street. ANZ was the major drag after a softer full-year result which triggered selling across the Big Four, while gold and copper strength supported a recovery across parts of the resources sector.

The Match Out Market Matters 2
Morning report

Macro Monday: What’s next after the RBA Rate Hike and US Blue Wave?

The storming victory by the Democrats in the US, taking both the House and Senate, was largely expected, although the emphatic nature of the result surprised many. It led to investors reassessing the risks around the AI infrastructure buildout - the “picks and shovels trade” was literally hammered.

Weekend report

Weekend Q&A: The “AI Trade” unwind accelerates post the US mid-terms

The RBA and US midterms drove a volatile week for the ASX 200, which ultimately finished up a solid 1.3%. Not a bad result, given the uncertainty sweeping through some sectors after the ‘blue wave’ of discontent washed through the US. Except for the energy sector, most pockets of the ASX contributed to the market’s close back above the psychological 9000 level, with a 10% gain by the software names, the standout.

Afternoon report

The Match Out: Shorts are for the beach today! ASX rips 2.6%

A huge day for Aussie equities, with the ASX bouncing strongly following the US mid-term elections, a pullback in oil and lower bond yields. Technology led the charge, surging around 10%, while Materials ripped 7.5% higher - 8 of the 11 sectors finishing in the green. Energy and Financials were the notable laggards. Energy weakness was understandable as oil prices cooled, while NAB’s soft FY26 result was enough to put the kibosh on the banks, making the broader market move even more impressive.

The Match Out Market Matters 2
Morning report

Portfolio Positioning: Five & done for the RBA?

Yesterday brought us the Melbourne Cup and another 0.25% rate hike by the RBA, taking the cash rate to 4.85%, its highest level in 18 years. The hike was totally expected, but overall the rhetoric from Michele Bullock supported our view that rates will now be on hold well into 2027, with the next move more likely to be a cut.

more
image description

Relevant suggested news and content from the site

image description
ANZ Group (ANZ)
image description
Webinar Recording: Are commodities entering a Supercycle?
image description
Thursday 11th September – Dow off -220pts, SPI off -20pts
image description
ASX 200
image description
Buy Hold Sell: The 6 income stocks readers love, plus 2 expert ideas
image description
Wednesday 10th September – Dow up +196pts, SPI down -4pts
image description
ASX 200
image description
Buy Hold Sell: 5 ASX tech stocks bouncing back from the SaaS-pocalypse
image description
Movers & Losers
image description
Pulse Check Webinar: Portfolio positioning post the Budget
Members only

UNLOCK MARKET MATTERS NOW

Take a free trial.

No payment details required.

Already a member? Click here to login

Australian shares managed a modest gain after a choppy session as a rebound in miners and technology helped offset pressure on banks and property stocks, with the market still navigating the fallout from last week’s sharp AI-led sell-off on Wall Street. ANZ was the major drag after a softer full-year result which triggered selling across the Big Four, while gold and copper strength supported a recovery across parts of the resources sector.

Back to top